Shipment Order Access and Permissions
The following table lists the permissions needed to perform various actions on the Shipment Order object.
|
Action
|
User Permissions Needed
|
|---|---|
|
To view the Parts Order tab
|
"Read" on Parts Order
|
|
To view Shipment Orders
|
"Read" on Parts Order, Parts Order Line, Account, Contact, Location, Installed Product, and Product
|
|
To create or clone Shipment Orders
|
"Create" on Parts Order and Parts Order Line
"Read" on Account, Contact, Location, Installed Product and Product
|
|
To change Shipment Orders
|
"Edit" on Parts Order and Parts Order Line
"Read" on Account, Contact, Location, Installed Product and Product
|
|
To delete Shipment Orders
|
"Delete" on Parts Order and Parts Order Line
|
|
To create Shipment Order products
|
"Create" on Parts Order Line
"Read" on Product
|
|
To change Shipment Order products
|
"Edit" on Parts Order Line
"Read" on Product
|
|
To delete Shipment Order Products
|
"Delete" on Parts Order Line
|
|
To process/complete a Shipment Order
|
"Edit" on Parts Order and Parts Order Line
|
|
To process shipments for a Shipment Order
|
"Edit" on Parts Order and Parts Order Line
"Read" on Product and Location
"Create", "Edit", "Delete" on Product Stock, Stocked Serial, and Stock History
|
|
To cancel a Shipment Order
|
"Edit" on Parts Order and Parts Order Line
|
 |
When you are deleting a shipment order, you are not warned if the shipment order is used in a related record. Since shipment orders are strongly tied to Cases, Installed Products, and Work Orders, review and ensure that the shipment order record is not used in any related records. Fields related to some standard objects such as Cases and Opportunities are available for use in Shipment Order only if allowed by your ServiceMax license. Contact your ServiceMax admin to know the type of license used by your organization.
|